We Work Together to
Improve Your Financial Life
We Take the Time to Get to Know You
Southwestern Investment Group operates as a family. Through our broker-dealer, Raymond James, we have the support of a large company, while offering you the intimate service of a small firm. We build our relationships through trust. Over time, we come together to serve you in your pursuit of financial independence and a plan for the future.
Get to Know us
We Offer Significantly More Than Investments
We care for your money with integrated services that focus not only on wealth enhancement but wealth protection, wealth transfer, and charitable giving. Addressing all these elements is important to develop the best plan for you.
How we work with you
We connect with you to get to know you personally, as well as your overall situation.
Once we have full knowledge of who you are and what you want to accomplish, we design your customized plan.
As your situation evolves, we constantly look for ways to enhance your plan through tax, risk, and wealth management strategies.
Find an Advisor
Though each of our teams and advisors may vary in their focus and technique, we have a common purpose and share in the same successful approach to planning—creating a comprehensive financial plan, tailored to your individual and personal goals.
5 Tips for Cutting Financial Tension at Home
September 30, 2020
Financial tension can create dramatic rifts within families. It’s unfortunate, but most
SOUTHWESTERN INVESTMENT GROUP CELEBRATES ADVANCEMENT OF SENIOR VICE PRESIDENT, JESSE SCROGGINS
September 25, 2020
Homewood, AL (September 25, 2020)—Southwestern Investment Group, an independent wealth management company
Advisor Spotlight: Katie Centofonti, CFP®
September 23, 2020
Exceptional advisors pave the way for client success. Through sensible, goal-oriented financial